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Dec 12, 2012
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and the non china business. and they reiterated their positive views on the stock. $17 what the stock is now. so now you know what we've got. we have a genuine home spun face off with a pack of bears duking it out against a whole posy of bulls. which group is right about yum? sell sell sell. we know the business is turned around. taco bell, haven't been there lately? hearing good things. all of the overseas business is still growing like crazy. the chinese business is so big that it accounts for 45% of the company's profits. the latest decline of the same store sales is permanent. they got sick of kentucky fried chicken and pizza hut. it seems as if the colonel may have gotten busted down to private. and i'm calling it a bump but a severe bump in the road. it is true that they are facing margin pressure. the so called tier one cities. 4% decline in same store sales is not a good thing. and there is no doubt newfound competition among chicken houses. however, yum is dealing, you know with the first issue by shift
and the non china business. and they reiterated their positive views on the stock. $17 what the stock is now. so now you know what we've got. we have a genuine home spun face off with a pack of bears duking it out against a whole posy of bulls. which group is right about yum? sell sell sell. we know the business is turned around. taco bell, haven't been there lately? hearing good things. all of the overseas business is still growing like crazy. the chinese business is so big that it accounts...
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Dec 4, 2012
12/12
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CNBC
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they said china would be it's second largest market. schultz talked about getting ip to the tea business. i mention all of this to understand that starbucks doesn't go in for idle chatter when it goes in for these meetings. it has a track record of following through on these plans. we want to know how the us business is doing. and you need to hear about international. europe, don't forget, green mountain, it has been huge. starbu starbuck's should tell us what it is going to do with it's cash. they have the cash to do it. i prefer them to grow with the money. this is a major bone of contention. i think it is good. the bears, they seem to think that the coffee could be played out. starbucks will tell us about the new juice store concept. maybe it will give us insight to what could end up being one of the three top markets for the company india. i can't wait to hear about the projections about india. and of course they need to address teavana. i thought this could be a terrific move. seem to be quite popular. the earnings as early at 2013
they said china would be it's second largest market. schultz talked about getting ip to the tea business. i mention all of this to understand that starbucks doesn't go in for idle chatter when it goes in for these meetings. it has a track record of following through on these plans. we want to know how the us business is doing. and you need to hear about international. europe, don't forget, green mountain, it has been huge. starbu starbuck's should tell us what it is going to do with it's cash....
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Dec 12, 2012
12/12
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>> man come on, we need to diversify a way to play china. which is why my charitable trust which you can follow along with actionworksplus.com is buying the ishares trust, the fxi. buy buy buy. goes to 42. go to eddie in florida. a lot of florida calls >> caller: hello, jim, a big booyah from port st. louis lucy, florida. thanks for all the help you've give mean over the years. i wish you continued good health. >> very kind. what's going on there? >> caller: okay. i own precision drilling, pbs a long time. do i stay to own it or sell it? >> i'm a big quality guy. if you're going to be in that killing game you want to be in slum burger, alias buy meaning slumber j. best in in breed. no one ever did wrong by going best if breed. mike in illinois >> caller: booyah, mr. kram. >> what's going on? >> caller: merry christmas to your and your staff. listen what's this mass welcome the biomed, admd? >> i wish i knew. without talking to the ceo directly on the show i can't make head or tails of what is really going on with that company. i did that onc
>> man come on, we need to diversify a way to play china. which is why my charitable trust which you can follow along with actionworksplus.com is buying the ishares trust, the fxi. buy buy buy. goes to 42. go to eddie in florida. a lot of florida calls >> caller: hello, jim, a big booyah from port st. louis lucy, florida. thanks for all the help you've give mean over the years. i wish you continued good health. >> very kind. what's going on there? >> caller: okay. i own...
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Dec 19, 2012
12/12
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CNBC
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i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the easiest story, everybody wrote it. turned out two fabulous places to invest. how about this housing market? most common worry, the dreaded shadow inventory. oh, the shadow inventory. >> the house of pain. >> so many banks and so many homes said the books could never recover. wasn't that the narrative? now, where are we? the shadow inventory turned out. the banks that were thought to be a ton of shadow inventory in the books, i hope they have some because they've been the hottest stocks around. especially bank of america, up more than 100% for the y
i think growth in china's accelera accelerating. the stock market might be the most undervalued in the world. the stock market entirely could be under valued. how many short sellers told you to do the opposite and sell that market? after the steam roller it's been of late, what exactly are the short sellers saying now? i don't know, i'm not hearing them clearly. i'm not listening. i'm not, no, i'm not hearing. europe and china both were supposed to slip into oblivion in 2012. that was the...
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Dec 1, 2012
12/12
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nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and the nfl. i'm very tired. we have a commissioner here for fantasy football. sometimes i want to wring his neck. he says i can't get the download of the waiver wire for multiple hours. this is a rival website. what have you done for nfl.com? >> eric and roger goodell, these are great leaders. they know what to do for their fans. they want to improve the fan experience. >> they pick up the phone and they call you? i know you call everybody. >> they call me. exactly. or i'll call them. as long as we talk we can solve problems. now
nonfu springs in china. they go to a spring, bottle up water, put it in trucks to deliver to their constituents. that process was five hours. now with hana we have the transportation plan figured out. not from five hours, in 2 1/2 minutes. what does that mean? 30% lower transportation costs. 15% lower total costs for their company. 4% margin improvement across the enterprise. the winning strategy. >> yes, it is. but now i want to one up that. tell me what you've done for eric rubin and...
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Dec 21, 2012
12/12
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where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending, capital spending down, we have some other parts of our business that are doing extremely well. you mentioned some of the mechanics business we're involved in which we call our materials technology group. that has nothing to do with electronics so we don't have to sell any electronic hardware for those businesses to perform well. parts of our business really are a reflection of the economy and other parts of our business are growing very robustly. so i'm very hopeful for the balance of the year and, you know, i think the company is diversified enough to take advantage of whatever opportunities are out there.
where is that coming from because i see china coming back a little, maybe europe's done going down, we seem to be a little bit stalled. somebody's building something around this world. >> i think it's a matter of jabil being very competitive in the markets that we serve and having sufficient diversification so that if one part of our business, for instance networking or telecommunications may be going through a lull or a slower period with government spending and business spending,...
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Dec 26, 2012
12/12
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KRON
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she came here from china to briefly help her son and wife take care of their 18-month-old baby. they went to twin peaks to show friends the beautiful screws of the-- the beautiful views of the city and then -- >> tragedy happens. took my mom from hee me. >> reporter: he spent christmas cleaning out her mother's room and planning to return her body to china for a proper burial. the sadness is not something he wants any other family to suffer through. so he has a message about drinking and driving and getting behind the wheel -- >> think about the consequences. i had a perfect family. a perfect mom and now everything is gone. >> reporter: just teen waldman, kron 4 news. >>> u.s. holiday retail sales this year are the weakest since 2008 after a shopping season disrupted by storms and ricing unernty -- uncertainty. a track says holiday sales increased .7%. now, analysts had expected sales to grow 3% to 4% this season. sump storm sandy caused sales to decline after striking east coast in late october. that short shows investors nervous as lawmakers fail to reach a deal to avoid the f
she came here from china to briefly help her son and wife take care of their 18-month-old baby. they went to twin peaks to show friends the beautiful screws of the-- the beautiful views of the city and then -- >> tragedy happens. took my mom from hee me. >> reporter: he spent christmas cleaning out her mother's room and planning to return her body to china for a proper burial. the sadness is not something he wants any other family to suffer through. so he has a message about...
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bowing to criticism, apple announced it will move production of some mac computers from china back into the u.s. the decision may be more economic with patriotic, with chinese wages on the rise. iphones and ipads will be assembled overseas. >>> and macy's are inviting customers to shop until you drop for the final week of christmas. macy's will be open from 48 hours straight, from december 21st to the 23rd, giving some shoppers much-needed time. if the move pays off for macy's, expect other stores to follow suit. >> good news for procrastinators. >> like you. >> exactly. >>> "fifty shades of grey" is turning into green for random house employees. thanks in part to the hugely popular book and its sequels, every employee from editors to warehouse workers is getting a $5,000 bonus. woo. not bad at all. >> 5,000 shades of grey. >> a lot of satisfied readers. >>> when we come back, baby swap. a careless hospital mixup that has two new mothers fighting mad. >>> and gone from the gridiron, an nfl staple may soon be getting the boot. hd 8. ♪ you are my sunshine, my only sunshine ♪ ♪ you m
bowing to criticism, apple announced it will move production of some mac computers from china back into the u.s. the decision may be more economic with patriotic, with chinese wages on the rise. iphones and ipads will be assembled overseas. >>> and macy's are inviting customers to shop until you drop for the final week of christmas. macy's will be open from 48 hours straight, from december 21st to the 23rd, giving some shoppers much-needed time. if the move pays off for macy's, expect...
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Dec 26, 2012
12/12
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it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that and capitalize on it? >> absolutely. so here's the issue with the consumer. obviously the consumer story is the biggest thing for the emerging markets. that's the story for the next decade at least. the issue is that a lot of the adrs that we can trade don't really touch the consumer as much as we'd like. there are a few. on the technology side, we like a number of stocks, like we like china mobile. that's chl. that gives you the emerging consumer, that's really moving into mobile. we like qihu. that's a stock that really get
it's very good for china. but of course, the fiscal cliff will have a huge impact on where emerging markets and the rest of the world goes this year. i think if you really want to play it smart, you look at consumer-facing businesses, health care technology, emerging markets. you can't lose. >> well, ron, that's what i was going to ask you. you brought up india and the rising consumer is such a big piece of the growth story there. can you drill down for me more on how we can tap into that...
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what happens in price control is almost invariably distortion of the allocation of resources china has got big problems in its system of credit the government controls and commands that fix interest rates allocates credit especially to state owned enterprises hence the empty shopping malls indeed empty cities now it's not so very different from what we have in this country where the federal reserve is muscling around the yield curve and sitting on the funds rate and raising up asset prices in the name of some set of goals that it's thinks are desirable it is heavily in the business of price control and indeed heavily into the business of central planning gradually and by the agree we have come to have all too much in common with what we call red china and there you go we'll have to leave it there i really appreciate you being here today jim grant always a pleasure on the day lauren pleasure thank you so much. all right let's wrap up with viewer feedback because it's friday and we have had some hotly debated interviews this week and we've received so much feedback so we have some good o
what happens in price control is almost invariably distortion of the allocation of resources china has got big problems in its system of credit the government controls and commands that fix interest rates allocates credit especially to state owned enterprises hence the empty shopping malls indeed empty cities now it's not so very different from what we have in this country where the federal reserve is muscling around the yield curve and sitting on the funds rate and raising up asset prices in...
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Dec 7, 2012
12/12
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of china." serious question, do you think actual's doing this for politics or economics? >> actually both. but when you look at china, though, their manufacturing days are over. americans are less produmore pr less prone to strike -- >> are you sure american works are less prone to strike? we've reported on this show a whole bunch of strikes, including the hostess twinkie companies, the ports of los angeles and out on the west coast. we have obama in the white house. the unions are going whild here. in all seriousness, i don't think unions are any more placid here than they are in china. >> but in china, workers go out on wildcat strikes all the time. foxconn which manufactures about 97% of apple's products, they've been really subject to labor troubles, from suicides to strikes. so i think apple is starting to see that there are some really important economic reasons to manufacturing. they're not the only company doing that. >> is it robots they're going -- i was told that apple is going into a
of china." serious question, do you think actual's doing this for politics or economics? >> actually both. but when you look at china, though, their manufacturing days are over. americans are less produmore pr less prone to strike -- >> are you sure american works are less prone to strike? we've reported on this show a whole bunch of strikes, including the hostess twinkie companies, the ports of los angeles and out on the west coast. we have obama in the white house. the unions...
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Dec 23, 2012
12/12
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CSPAN2
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engineer who went to china and saw them building a dam. and china's o so interested in having jobs and job creation. and the u.s. engineer goes to china, and he sees them building a dam, and they're all using shovels. and the engineer asks the chinese engineer, why are they using shovels? why don't you have them use modern equipment? we're trying to create jobs. and so the british -- engineer says why don't you give them spoons? [laughter] all jobs are not the same. the idea that we somehow reduce spending or even if we reduce the growth of government spending which would be an important first step does not mean we're going to see retardation in growth levels. those people who actually do capital investment. so i've been arguing as kevin said on entitlement reform. the federal government spent $3.5 trillion last year. of that about 1.5 was social security, medicare and medicaid. three big government expenditure programs are about 45% of government expenditures. those are growing. in 2010 medicare and medicaid combined spent more than socia
engineer who went to china and saw them building a dam. and china's o so interested in having jobs and job creation. and the u.s. engineer goes to china, and he sees them building a dam, and they're all using shovels. and the engineer asks the chinese engineer, why are they using shovels? why don't you have them use modern equipment? we're trying to create jobs. and so the british -- engineer says why don't you give them spoons? [laughter] all jobs are not the same. the idea that we somehow...
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Dec 10, 2012
12/12
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we can hardly tell china to go jump in the south china sea because they were our biggest creditors. so by 2008 the game was over. treasury had to come in and provide huge infusions of money. so far this has cost about $142 billion. fannie and freddie now were under the thumb of the regulator, edward demarco, a no-nonsense fellow, and he promised to shrink them gradually and to reduce the independence of the housing market on them gradually. but meanwhile, we are still relying on fannie and freddie to provide funding for most home mortgages. fannie and freddie and fha in recent years have accounted for around 90% of new u.s. homeland. eventually congress will have to make have to make fundamental decisions about what kind of mortgage market will we have. should we go back to trusting the free market, or shall we have some kind of government mechanism in place to ensure that to mortgages can always be a portable? i submit that the historical record of the past 70 years suggest that when it comes to housing, congress will have a hard time trusting the market. thank you. [applause] >> g
we can hardly tell china to go jump in the south china sea because they were our biggest creditors. so by 2008 the game was over. treasury had to come in and provide huge infusions of money. so far this has cost about $142 billion. fannie and freddie now were under the thumb of the regulator, edward demarco, a no-nonsense fellow, and he promised to shrink them gradually and to reduce the independence of the housing market on them gradually. but meanwhile, we are still relying on fannie and...
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Dec 17, 2012
12/12
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a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become addicted to apple. we are deeply focused on its decline which continued in the a.m. today, taking out $500 right before the opening, while it rallied with the rest of the market into the bell. i'm sure some people feel it's now washed out. i for one welcome the shakeout. apple had become the only stock that people talked about, a sure sign it was overheated. the summer soldiers, the sunshine patriots, they're now headed for the hills. aided by analysts who can't take the pain and are anxious to distance themselves from a stock that they perceive to be a loser so they cut the price targets an
a year ago all the wise guys were telling us to avoid china because it was a house of cards. the course only grew more uniform with the chinese market falling to multiyear lows. but in the last few weeks, china's economy bottomed during the summer as they were focused way too much on beating inflation. now it's become the best performer in the world, and i don't think you've missed the move which is why my trust has been buying an etf that mimics china. finally there's apple. we've become...
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Dec 27, 2012
12/12
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china now has the longest high- speed train line in the world. it runs 1,400 miles from beijing to the city of guangjo, about the distance from new york to miami. the chinese train can make the trip in eight hours. it would take amtrak 30 hours. in los angeles, people lined up to turn in their guns. find out why when we come back. ♪ aww man. [ male announcer ] returns are easy with free pickup from the u.s. postal service. we'll even drop off boxes if you need them. visit usps.com pay, print, and have it picked up for free. any time of year. ♪ nice sweater. thank you. ♪ thank you. >> axelrod: today, los angeles responded to the newtown tragedy by starting their gun buyback sooner. they needed two sprawling sites including a sports arena. >> they're hunting rifles. >> reporter: angela atkins came to the los angeles gun buy-back with two hunting rifles and thoughts of the children who died in newtown, connecticut. >> it was emotional. i cried. and i just felt like those were everybody's children. >> reporter: so you're getting rid of your onl
china now has the longest high- speed train line in the world. it runs 1,400 miles from beijing to the city of guangjo, about the distance from new york to miami. the chinese train can make the trip in eight hours. it would take amtrak 30 hours. in los angeles, people lined up to turn in their guns. find out why when we come back. ♪ aww man. [ male announcer ] returns are easy with free pickup from the u.s. postal service. we'll even drop off boxes if you need them. visit usps.com pay, print,...
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Dec 1, 2012
12/12
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CNBC
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of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real mixed picture lately. nike has had a very nice run in the united states. but china's been a big disappointment, including concerns over too much inventory. coach is expanding rather rapidly in china. the latest weakness came from the united states, not china. starbucks. i think china is a growth story there frankly. the high quality problem of lines that are too long. i think we'll hear amazing things about china when howard schultz has his analyst conference in new york on december 5th. it will be a great con fab.
of the china's sales. we should think of yum as a chinese dog with an american tail. does this mean that china which has been showing signs of life is back sliding and all the big expansionist data we've been getting is a false tale? i'm putting it on the line for you tonight. absolutely not. too many good things happening in china. bank reserve injections have really stimulated industrial growth. i think china is going like this. as far as american companies linked with china, it's been a real...
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Dec 10, 2012
12/12
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china numbers tomorrow. then germany. maybe nothing there. i think everybody wants to fast forward to tuesday. they want to see what happens after operation twist expires. they want to see what bernanke said at 2:00. that's what we're looking at. >> we're always waiting around for something to happen. and if you wait around and climb this wall of worry, right, don't you sometimes miss out? >> i think you're right. and i think that we do expect something here this wednesday. and if we don't get that $45 billion a month program that actually creates money supply, i think you might see a little selloff. but i think it's priced in at this point. so i think we do have a big question mark here. but it may be answered this week. i think that's what traders are focused on. it's a big last three days after a quiet two days this week. >> i want to ask rick about that in a moment. you're in the camp that any deal of the fiscal cliff will be positive for the market at this point. right? >> any type of rhetoric coming out of washington, d.c. has put a bid
china numbers tomorrow. then germany. maybe nothing there. i think everybody wants to fast forward to tuesday. they want to see what happens after operation twist expires. they want to see what bernanke said at 2:00. that's what we're looking at. >> we're always waiting around for something to happen. and if you wait around and climb this wall of worry, right, don't you sometimes miss out? >> i think you're right. and i think that we do expect something here this wednesday. and if...
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china's china example she said well china those really resemble anything i think any amount here would support you know you don't want empty buildings but yes that's where the rubber meets the pavement and that has been in your view ideology and what happens in reality one hundred percent because the thing with china is what's their goal their goal is g.d.p. growth and jobs growth is if your goal is growth and jobs then you're not focused on. profitable investment you're not focused on making sure that your investment for ten thirty whatever period of time it is. turns a profit so what happens you naturally have malinvestment and you always do the real economy but the point is in china as an example if the state is the right investments getting all those growth people get jobs that build things then you have massive row investor you do have empty buildings and that to me is a problem is not adequately addressed that there seems to be this desire to live in this theoretical world where things would work if the only way they could write their own reality we often see so so different and
china's china example she said well china those really resemble anything i think any amount here would support you know you don't want empty buildings but yes that's where the rubber meets the pavement and that has been in your view ideology and what happens in reality one hundred percent because the thing with china is what's their goal their goal is g.d.p. growth and jobs growth is if your goal is growth and jobs then you're not focused on. profitable investment you're not focused on making...
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Dec 6, 2012
12/12
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CNBC
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and will start taking share in china, all the big carriers will be selling it and an omg product might be on the way. the market capitalization will still be outsized versus the rest of the market and that i don't like. there's nothing you can do about the rest of the market, right? as we settled three times today, if you want to measure the selloff here, use the 12 days of christmas approach. three nikes, four price lines, eight dells, nine coaches, ten may cy's, 11 ralph laurens, 12 mattells and a partridge and pear tree and it's still a $1 billion company. it goes down $100 billion in cash and plus it's growing. the price to earnings multiple, the apples to apples method so to speak will be the lowest in the whole s&p 500. that can and is happening. valuation will get so cheap that apple will be too compelling for informed people not to own. the company's not going to sell through all of the cash and respective cash and this company is one gigantic atm machine. and guess what? the chart with the nauseating terminology will be meaningless at that point. the technology, not the techni
and will start taking share in china, all the big carriers will be selling it and an omg product might be on the way. the market capitalization will still be outsized versus the rest of the market and that i don't like. there's nothing you can do about the rest of the market, right? as we settled three times today, if you want to measure the selloff here, use the 12 days of christmas approach. three nikes, four price lines, eight dells, nine coaches, ten may cy's, 11 ralph laurens, 12 mattells...
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it doesn't come from china the government doesn't have it all on this idea that dollars come from china they don't write and because naturally we can print our own money that's true but i think that that's an important distinction that i would like to see made which is the distinction between the thing and the value of the thing or the things of value so the dollar is the thing but the dollar has value the dollar doesn't get its value from its from from from from itself it's a currency it gets its value from people's willingness to use it in transactions so you've got people that are willing to lend china is willing to lend the united states were able to borrow from china that is natural value that that currency gets because they're willing to the chinese voluntarily give it value they're willing to hold it there's taxation which is the other side of value coin which is forced value were forcing value into the currency as the sovereign you're saying you must pay me in this currency and therefore i still value in that thing so i think that's an important distinction to make and i think f
it doesn't come from china the government doesn't have it all on this idea that dollars come from china they don't write and because naturally we can print our own money that's true but i think that that's an important distinction that i would like to see made which is the distinction between the thing and the value of the thing or the things of value so the dollar is the thing but the dollar has value the dollar doesn't get its value from its from from from from itself it's a currency it gets...
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Dec 4, 2012
12/12
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CNBC
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china is okay. a lot of talk some institutional people might begin selling at this point because certainly retail investors in the u.s. are definitely buying the gold through the gld right now. the fiscal cliff very quickly here because the general consensus outlines of a deal out there. i know it doesn't sound that way. they're far apart. blah-blah. here is the idea. elements are emerging, folks, higher tax rates. nobody down here doesn't think there isn't going to be. if it's not 39% for the top 2%, it'll be 38%. some kind of compromise in the a area. the bad news and i've said this several times, the era of american austerity is beginning now and everybody is starting to realize that. the question is what's it going to look like? the good news is it's likely to be a gentle austerity, if i can say that, in 2013 and probably 2014 depending on the spending cuts. and there will be some cushion. the fed likely will continue its q/e program. they'll likely continue that during their meeting on december
china is okay. a lot of talk some institutional people might begin selling at this point because certainly retail investors in the u.s. are definitely buying the gold through the gld right now. the fiscal cliff very quickly here because the general consensus outlines of a deal out there. i know it doesn't sound that way. they're far apart. blah-blah. here is the idea. elements are emerging, folks, higher tax rates. nobody down here doesn't think there isn't going to be. if it's not 39% for the...
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Dec 15, 2012
12/12
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the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic, people, but i'll give you my story. my charitable trust owned it for a long time. one of our longest held positions. we did some selling about 90 points ago. why? because the stock had gone up so much that we had become the apple fund. so we took some profits. i confess to also being worried that the company lacks any new omg products and that could dim the company's long-term prospects. but we're holding on to the rest of our position in the trust because i think apple's a good investment that's inexpensive, even after the analyst numbers we got today. can't tra
the iphone's not selling well in china. something i heard today. we heard they don't have the same carrier sponsors. samsung is loved over there. that means numbers may come down again. why not take them down, do it simultaneously with taking the price target down, particularly one that's become an absurdity in the high 700s. that's exactly what one analyst did today, cut the price target and the numbers, which were too high. and that frightened people. my take on apple, i am not dogmatic,...
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Dec 26, 2012
12/12
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WBAL
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china. you want to be in them when the great wall's crumbling. i have seen downgrades of stocks like yum because it's got a huge chinese business through kfc, and coach which has been expanding agrefsly in china. imagine kfc. similarly a steel company without paying attention to what the chinese are dumping on our markets slyke taking your financial life in your own hands. how are we finding out? companies as diverse as corning, ppg all march to the beat of the asian drummer these days. you're not going see it in the release. it's all in the pestering frt analysts. pretty simple. listen to the call and don't hang up until you've read the questioners. read the transcript. one piece of the earnings puzing which is incredible, this is the earnings season that you have to weather something that i've never talked about before. and we've got to do this before we're done for the night. one that's become obvious to anyone who watches this show regularly. can't believe i have to do this but i'm going to say it. you have to know the chart of the stock head
china. you want to be in them when the great wall's crumbling. i have seen downgrades of stocks like yum because it's got a huge chinese business through kfc, and coach which has been expanding agrefsly in china. imagine kfc. similarly a steel company without paying attention to what the chinese are dumping on our markets slyke taking your financial life in your own hands. how are we finding out? companies as diverse as corning, ppg all march to the beat of the asian drummer these days. you're...
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Dec 14, 2012
12/12
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people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big brand names. what a big week next week. friday we get results from walgreen's. i feel badly for wag. we just heard from cvs yesterday which boosted its numbers. that's a tough comparison to go against. i don't know how walgreen's can keep up. i will say this, though, the drug stores have been in secular share take mode from other stores, which is one reason why cvs was able to deliver such a strong number p. and i think walgreen's will show better numbers now that it's put its express scripts tiff behind it. moving over to cvs. that was really he helpful for c slchlt s. the gigantic p
people are concerned about the inventory building in china putting a lid on the stock. now, i am looking for a lid to be blown off by a turn in china eventual l. maybe not this quarter. while the u.s., i think, is strong because of foot locker, but some analyst came out today and said u.s. is even weak. remember, nike trades on futures orders, not on earnings. so if you're dumb enough to want to trade in after hours, be aware, you might be trading on the wrong number. friday. these are big...
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Dec 21, 2012
12/12
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CNBC
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the problem with china, china just went from head wind to tail wind. that's a great research company. research emotion, we decided was not worth selling or shorting. is it something to write home about? it's not bad. what matters is the tone of the market is much better than the tone out of washington. like i said, there's always ait. right here on "mad money." i'm jim cramer and i'll see you tomorrow. >>> good evening, everyone. i'm larry kudlow. so a crucial moment for our economy and for our right to bear arms. high drama on capitol hill right now as house republican speaker john boehner looks to pass his plan b fiscal cliff bill in a million dollar tax threshold. votes aren't there yet. that's why we are following this live through the whole thing this evening. >>> and as the president's new anti-gun violence task force starts work, we learn that now outside experts have yet joined that panel. meanwhile, the debate on gun control rages across the country. tonight we will hear from outspoken tv host piers morgan and former new york mayor rudolph giu
the problem with china, china just went from head wind to tail wind. that's a great research company. research emotion, we decided was not worth selling or shorting. is it something to write home about? it's not bad. what matters is the tone of the market is much better than the tone out of washington. like i said, there's always ait. right here on "mad money." i'm jim cramer and i'll see you tomorrow. >>> good evening, everyone. i'm larry kudlow. so a crucial moment for our...
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Dec 17, 2012
12/12
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CNBC
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we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal cliffwise and we actually start tackling some of these long-term issues, you know diffident taxes are heading up. what -- is the market spring loaded so that if we get what we want it will be a really solid advance that we get? >> solid, look, joe, and in a muddle through economy solid is only a mid teen number. we're not going to get 30% gain. >> put the two years together we could have 30, if we get some of the things -- >> we had three straight years at 30. >> that was a different world. earnings were higher. they're flagging a bit now. >> if everybod
we didn't talk about china at all. china is evidencing, from every angle, a soft landing. >> well, they're not talking about doing any additional big stimulus package? >> they probably don't need to. so we're that going to get acceleration on the other side but we're not going to have this fall, and where is this going to stop? if you have china, okay. the u.s. a little better. europe less bad. it's going to be an okay economic -- >> you get everything you want, fiscal...
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Dec 16, 2012
12/12
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KRCB
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and... >> hinojosa: in china, do they kind of own that? are they like, "we're from this area, we're the fujianese, and we export chinese food workers around the world"? >> they... i don't they're proud of it. they are proud, maybe, of the fact that they go to america, right, and that they... because they can save money, they can build these mansions. they send, you know, hundreds of thousands, millions of dollars back to these little towns, and then there are these mansions that are weird because they're empty, right? because everyone's left. so there's a ghost town called houyu, which means "monkey island," which is weird, because there are no monkeys and it's not really an island. and they are 80% missing. i mean, you just go in there and there are no men of working age. there are women, there are children, and there are old people. because, you know, they're in america cooking and taking the order and delivering your chicken. >> hinojosa: are they going to stay here? i mean, is this... because again, with your book, you're basically say
and... >> hinojosa: in china, do they kind of own that? are they like, "we're from this area, we're the fujianese, and we export chinese food workers around the world"? >> they... i don't they're proud of it. they are proud, maybe, of the fact that they go to america, right, and that they... because they can save money, they can build these mansions. they send, you know, hundreds of thousands, millions of dollars back to these little towns, and then there are these...
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Dec 18, 2012
12/12
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WJZ
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most asian markets rallied on new signs of china's economic recovery. tokyo's nikkei rose 1% while the hang seng lost a fraction. >>> optimism over the fiscal cliff negotiations powered the best day for blue chips this month. the dow rose 100 while the nasdaq added 39. >>> samsung is allowed to keep selling three of its smartphones that were found to infringe on apple patents. on monday night, a federal judge rejected apple's demands to pull the model from the shelves saying that was too broad a punishment. competition between the companies is fierce. samsung recently topped apple in global smartphone sales. >>> and easy bake oven is going gender neutral thanks to mckenna pope. she started an online petition to get hasbro to make it in other colors than purple and pink so she could buy one for her younger brother. monday they granted her wish saying a black, silver, and blue oven could be due in stores by next summer. mckenna says hasbro will also start using boys in their ads. she was actually thinking ahead that we're not the only ones who should be i
most asian markets rallied on new signs of china's economic recovery. tokyo's nikkei rose 1% while the hang seng lost a fraction. >>> optimism over the fiscal cliff negotiations powered the best day for blue chips this month. the dow rose 100 while the nasdaq added 39. >>> samsung is allowed to keep selling three of its smartphones that were found to infringe on apple patents. on monday night, a federal judge rejected apple's demands to pull the model from the shelves saying...
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Dec 3, 2012
12/12
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i agree it is a negative but you have to weigh it in the drop in unemployment, the revival in china, the four-year high in confidence, the rise in home prices and housing activity. a lot of other positives will help keep consumers, businesses and other things strong even in the face of modest tightening. >> which sectors are at risk? even if there is an agreement. you say there are certain sectors at risk even with an agreement. >> the areas at risk are more the risk-on strategies, the aggressive strategies. for instance technology could come under pressure. some of the areas which have been hit more recently such as high dividend stocks, dividend utilities are likely to benefit. i don't think the taxes will increase much on them after all. you have some areas which will get affected. i would say don't be aggressive. don't look for economic growth to pick up. be on the defensive side and you will be amply toward it. >> which is why people are sitting on their money right now. you are saying the fed is still there. you have the aftereffects of superstorm sandy, accommodative policy by
i agree it is a negative but you have to weigh it in the drop in unemployment, the revival in china, the four-year high in confidence, the rise in home prices and housing activity. a lot of other positives will help keep consumers, businesses and other things strong even in the face of modest tightening. >> which sectors are at risk? even if there is an agreement. you say there are certain sectors at risk even with an agreement. >> the areas at risk are more the risk-on strategies,...
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Dec 7, 2012
12/12
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CNBC
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we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the 1%, or the need to fulfill the anti-tax pledge of allegiance many of our congressmen made to my college chum grover norquist. i thought bill gates and chief justice roberts were powerful. he makes the other guys look like crash dummies. we're on the cusp of an economic boom in this country. but we have politicians that would rather create a recession, a mandated economic collapse, let's create a bear market versus rising above. and guess what? these enemies of wealth and job creation may get their way and win. yes, to bo
we're better than china. meanwhile our energy costs are plummeting courtesy of the cleaner, cheaper fuel, natural gas. so cheap here it can be liquefied in the united states and sold overseas at much lower prices. potential exporter dominion later tonight. that business unimpeded by washington could be brimming with jobs. a lot of projects on hold, though, fiscal cliff. yep, the obstacle is washington, all because of the need to sock it to the 2%, not the 1.5% and the over $400,000 crowd, the...